Lenox Wealth Advisors’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $6K | Buy |
28
+17
| +155% | +$3.64K | ﹤0.01% | 536 |
|
|
2021
Q4 | $3K | Buy |
11
+7
| +175% | +$1.91K | ﹤0.01% | 653 |
|
|
2021
Q3 | $1K | Buy |
4
+2
| +100% | +$500 | ﹤0.01% | 649 |
|
|
2021
Q2 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 658 |
|
|
2020
Q3 | – | Sell |
-12
| Closed | -$3K | – | 571 |
|
|
2020
Q2 | $3K | Hold |
12
| – | – | ﹤0.01% | 474 |
|
|
2020
Q1 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 556 |
|
|
2018
Q3 | – | Sell |
-121
| Closed | -$16K | – | 404 |
|
|
2018
Q2 | $16K | Sell |
121
-38
| -24% | -$5.03K | ﹤0.01% | 284 |
|
|
2018
Q1 | $20K | Buy |
159
+121
| +318% | +$15.2K | ﹤0.01% | 271 |
|
|
2017
Q4 | $4K | Buy |
+38
| New | +$4K | ﹤0.01% | 233 |
|